Chad Kolinsky (CRD# 6414638) is an Investment Advisor Representative working at Kolinsky Wealth Management, LLC in Ramsey, NJ and has over 6 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kwm Securities LLC | Ramsey, NJ | Jun 2023 - Current | < 1 |
| The Strategic Financial Alliance, Inc. | Atlanta, GA | Jan 2020 - Current | 4 |
| Kolinsky Wealth Management, LLC | Ramsey, NJ | Mar 2017 - Current | 7 |
| Kolinsky Financial Group, Inc. | Ramsey, NJ | Mar 2017 - Current | 7 |
| American Portfolios Financial Services, Inc. | Ramsey, NJ | Sep 2017 - Jan 2020 | 2 |
| Gamitee Ltd | Jerusalem, | Oct 2016 - Feb 2017 | < 1 |
| Situs | New York City, NY | Jul 2015 - Oct 2016 | 1 |
| American Portfolios Financial Services, Inc. | Woodcliff Lake, NJ | Dec 2014 - Dec 2015 | 1 |
| Tommy Hilfiger | New York, NY | Dec 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2017 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- NJ
-
Total Assets Under Management401MILLIONS
-
Total Number of Accounts1,298ACCOUNTS
-
Average Account Value$309,167
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, NH, NJ, NY, PA, TX, VA
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